Top financial advisors in Conway, SC
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
You might seek a financial advisor in Conway, SC if you're planning for retirement and want to make the most of favorable state tax deductions and the area's warm climate. A common mistake is not aligning your retirement income strategy with these local benefits, which can reduce your overall savings.
- Retirement tax planning. Confirm how the advisor integrates South Carolina's retirement income deductions into your plan.
- Income sequencing. Ask how they manage withdrawals to optimize tax efficiency over time.
- Local cost of living. Ensure they consider Conway's living expenses when projecting your retirement budget.
- Long-term climate impact. Discuss how the warm climate might affect your healthcare and housing needs in retirement.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Jennifer E
Series 66
Conway, SC
Perigon Wealth Management, LLC
Jennifer Easley offers wealth management services in Conway, SC, with 19 years of experience and a Series 66 designation, making her well-equipped to address retirement planning that considers local tax benefits and living costs. Her firm, Perigon Wealth Management, LLC, serves a diverse client base including trusts and estates, employs a customized portfolio approach, and charges a 0.20% annual AUM fee with hourly options, distinguishing her from advisors with different fee structures or client focuses.
Experience: 19 years
Avg account: $1,709,535
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Tamantha H
Series 66
Conway, SC
LPL Financial
Tamantha Hardy in Conway, SC, offers expertise in retirement plans for business owners and tax-loss harvesting, which can help optimize retirement income strategies considering South Carolina's tax benefits. Affiliated with LPL Financial, a large firm, she provides flat-fee financial planning and consulting, serving a diverse client base including high-net-worth households, which may offer broader resources compared to smaller local advisors.
Experience: 7 years
Avg account: $399,489
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Anthony P
Series 63, Series 65
Conway, SC
Primerica Advisors
Anthony Pascucci in Conway, SC, offers expertise in income planning and tax-loss harvesting, which are crucial for optimizing retirement income in South Carolina's tax environment. With 29 years of experience at Primerica Advisors, a large firm providing discretionary asset management and a tiered wrap-fee structure, he serves individual and high-net-worth clients, distinguishing him with a seasoned approach and comprehensive investment options.
Experience: 29 years
Avg account: $228,117
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Russell J
Series 63, Series 66
Conway, SC
Ameriprise
Russell Johnson specializes in retirement income strategy and Social Security optimization, making him well-suited to help retirees in Conway, SC leverage local tax deductions and manage income sequencing. Working with Ameriprise, a large firm known for research-driven, tax-efficient retirement planning, he serves clients with significant investable assets and charges a 0.15% AUM fee, differentiating him from advisors with smaller practices or different fee structures.
Experience: 8 years
Avg account: $471,167
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Andrew M
Series 66
Conway, SC
Edward Jones
Andrew Moruzzi specializes in retirement income strategy and withdrawal strategies, making him well-suited to help retirees in Conway, SC optimize their retirement plans considering local tax benefits and living costs. With three years of experience at Edward Jones, a large firm serving over four million clients, he offers a comprehensive wealth management approach with an annual program fee up to 1.35%, differentiating him through firm resources and a fiduciary standard.
Experience: 4 years
Avg account: $246,728
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